This automation scenario allows you to connect Email and ClickUp
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Email and ClickUp can also be integrated using automation tools other than ifttt:
When this trigger fires in Email
Send IFTTT any email at [email protected] and this Trigger fires. You can optionally add a single file attachment and IFTTT will create a public URL to the file as an Ingredient. This trigger will reject emails with attachments over 30MB.
Then this action happens in ClickUp
This action will create a new task.
This guide contains information on how to set up an automatic workflow that allows to Quickly add new tasks in ClickUp by sending an email.
Part I
First, we need to connect Email and ClickUp to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Email to IFTTT.
Give IFTTT access to your Email account, using Email credentials.
Connect ClickUp to IFTTT.
Give IFTTT access to your ClickUp account, using ClickUp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Email
Choose the following trigger: Send IFTTT any email (Send IFTTT any email at [email protected] and this Trigger fires. You can optionally add a single file attachment and IFTTT will create a public URL to the file as an Ingredient. This trigger will reject emails with attachments over 30MB.).
Then set up an Action for ClickUp
Choose this action: Create task (This action will create a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Email and ClickUp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Quickly add new tasks in ClickUp by sending an email!
Triggers when tasks are added.
Triggers when a task changes.
Triggers when a task or subtask is created or updated.
Triggers instantly when a new task is created
New folder (instant)
New list (instant)
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.